Equitable Holdings, Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 15, 2025), Equitable Holdings, Inc. reported 1,452 stock positions worth $12.1 billion. Its top holding was SS SPDR P S&P 500 Growth ETF (SPYG) at 4.2% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 3.2%) and Vanguard Mrngstar GR ETF-Sui (VUG, 3.1%). Compared with Q1 2025, it opened 171 new positions, sold out of 54, added to 860 and reduced 376. The biggest buy was Nvidia (NVDA, shares +15%) and the biggest sale Vanguard Mrngstr Val ETF-Aui (VTV, shares −9%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001333986
- Portfolio Value
- $12.1B (Q2 2025)
- SEC Filing
- 0001532155-25-000165 ↗ filed Aug 15, 2025
Holdings Value
Holdings 1,452 stocks · $12.1B
| SPYG SS SPDR P S&P 500 Growth ETF | 4.21% | 5,352,760 | $510.2M | Reduce -9.6% |
| IVV iShares Core S&P 500 ETF | 3.20% | 624,312 | $387.6M | Add +0.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 3.07% | 849,857 | $372.6M | Add +1.2% |
| VONG Vanguard Russell 1000 Growth | 2.70% | 2,997,605 | $327.3M | Reduce -2.1% |
| QQQ Invesco QQQ Trust Series 1 | 2.53% | 555,843 | $306.6M | Add +8.4% |
| SPYV SS SPDR P S&P 500 Value ETF | 2.11% | 4,879,270 | $255.4M | Add +10.0% |
| XLK SS Technology Select Sector | 1.97% | 943,197 | $238.8M | Add +0.1% |
| ILCG iShares Morningstar Growth E | 1.94% | 2,432,116 | $235.7M | Reduce -6.6% |
| VGT Vanguard Info Tech ETF | 1.74% | 317,532 | $210.6M | Reduce -1.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.64% | 1,125,824 | $199.0M | Reduce -8.8% |
| IGM iShares Expanded Tech Sector | 1.60% | 1,729,204 | $194.3M | Reduce -3.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.36% | 267,288 | $165.1M | Add +8.1% |
| NVDA Nvidia Corp. | 1.31% | 1,002,120 | $158.3M | Add +14.8% |
| VOO Vanguard S&P 500 ETF | 1.24% | 265,574 | $150.9M | Add +6.8% |
| AAPL Apple Inc. | 1.23% | 728,969 | $149.6M | Add +16.1% |
| AMZN Amazon.com Inc. | 0.98% | 540,314 | $118.5M | Add +14.6% |
| MSFT Microsoft Corp. | 0.97% | 236,879 | $117.8M | Add +10.3% |
| IEFA iShares Core MSCI Eafe ETF | 0.92% | 1,336,548 | $111.6M | Reduce -0.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.90% | 360,398 | $109.5M | Add +6.8% |
| SPHQ Invesco S&P 500 Quality ETF | 0.78% | 1,320,290 | $94.1M | Add +6.3% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.77% | 328,031 | $93.6M | Add +2.4% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.77% | 2,292,932 | $92.8M | Reduce -1.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.74% | 321,485 | $90.0M | Add +4.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.73% | 181,078 | $88.0M | Add +10.3% |
| QUAL iShares MSCI USA Quality Fac | 0.72% | 476,950 | $87.2M | Add +7.2% |
| VCIT Vanguard Int-Term Corporate | 0.70% | 1,024,838 | $85.0M | Add +6.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.69% | 353,069 | $83.7M | Add +11.4% |
| VYM Vanguard High DVD Yield ETF | 0.65% | 590,407 | $78.7M | Add +10.9% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.64% | 1,427,240 | $77.7M | Add +15.0% |
| IJH iShares Core S&P Midcap ETF | 0.64% | 1,244,055 | $77.2M | Add +6.9% |
| ILCV iShares Morningstar Value Et | 0.62% | 904,531 | $75.4M | Add +2.9% |
| VONV Vanguard Russell 1000 Value | 0.59% | 841,133 | $71.7M | Add +2.5% |
| IWP iShares Russell Mid-Cap Grow | 0.58% | 509,448 | $70.7M | Add +0.3% |
| IWF iShares Russell 1000 Growth | 0.57% | 163,607 | $69.5M | Reduce -15.5% |
| META Meta Platforms Inc. Class A | 0.56% | 92,865 | $68.5M | Add +14.7% |
| IWD iShares Russell 1000 Value E | 0.53% | 331,949 | $64.5M | Reduce -17.5% |
| RDVY First Trust Rising Dividend | 0.53% | 1,018,270 | $63.9M | Add +5.5% |
| DGRW Wisdomtree U.S. Quality Divi | 0.52% | 758,450 | $63.5M | Add +4.5% |
| QQQM Invesco Nasdaq 100 ETF | 0.51% | 272,197 | $61.8M | Add +10.8% |
| JMOM JPMorgan US Momentum Factor | 0.49% | 922,833 | $59.3M | Add +9.7% |
| SPAB SS SPDR P Agg Bond ETF | 0.49% | 2,307,310 | $59.1M | Reduce -5.8% |
| IWS iShares Russell Mid-Cap Valu | 0.49% | 445,974 | $58.9M | Reduce -5.2% |
| JPM JPMorgan Chase & Co. | 0.48% | 202,586 | $58.7M | Add +7.1% |
| RSP Invesco S&P 500 Equal Weight | 0.46% | 307,950 | $56.0M | Reduce -1.0% |
| IJR iShares Core S&P Small-Cap E | 0.45% | 503,509 | $55.0M | Add +3.1% |
| VIG Vanguard Dividend Apprec ETF | 0.45% | 265,569 | $54.4M | Add +8.6% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.42% | 180,588 | $51.4M | Reduce -3.4% |
| SCHD Schwab US DVD Equity ETF | 0.42% | 1,901,560 | $50.4M | Add +10.0% |
| BND Vanguard Total Bond Market | 0.41% | 679,727 | $50.0M | Add +15.5% |
| IVE iShares S&P 500 Value ETF | 0.41% | 254,330 | $49.7M | Add +6.7% |
| IWB iShares Russell 1000 ETF | 0.40% | 144,119 | $48.9M | Reduce -1.0% |
| GOOG Alphabet Inc. Class C | 0.39% | 268,380 | $47.6M | Add +10.7% |
| GLD SPDR Gold Shares | 0.39% | 155,069 | $47.3M | Reduce -0.7% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.39% | 287,182 | $47.2M | Add +6.0% |
| SPLV Invesco S&P 500 Low Volatili | 0.38% | 639,987 | $46.6M | Add +3.0% |
| GOOGL Alphabet Inc. Class A | 0.38% | 260,444 | $45.9M | Add +13.1% |
| VWO Vanguard Ftse Emerging Marke | 0.37% | 908,275 | $44.9M | Add +19.0% |
| VXUS Vanguard Total Intl Stock | 0.37% | 642,031 | $44.4M | Add +11.7% |
| IQLT iShares MSCI International Q | 0.36% | 1,013,750 | $43.8M | Add +5.3% |
| MUB iShares National Muni Bond E | 0.35% | 406,057 | $42.4M | Add +11.7% |
| GLDM SPDR Gold Minishares Trust | 0.35% | 643,513 | $42.2M | Reduce -3.6% |
| SPEM State Street SP PTF Em ETF | 0.35% | 985,350 | $42.1M | Add +15.4% |
| TSLA Tesla Inc. | 0.34% | 131,461 | $41.8M | Add +1.2% |
| EFA iShares MSCI Eafe ETF | 0.34% | 457,708 | $40.9M | Add +8.5% |
| AGG iShares Core U.S. Aggregate | 0.33% | 403,906 | $40.1M | Add +1.8% |
| IAU iShares Gold Trust | 0.33% | 632,981 | $39.5M | Add +7.1% |
| COWZ Pacer US Cash Cows 100 ETF | 0.32% | 714,814 | $39.4M | Reduce -11.3% |
| DFAC Dimensional US Core Equity 2 | 0.32% | 1,092,250 | $39.1M | Add +1.4% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.32% | 478,945 | $38.4M | Add +6.9% |
| SPMO Invesco S&P 500 Momentum ETF | 0.31% | 339,658 | $38.2M | Add +9.9% |
| IUSG iShares Core S&P U.S. Growth | 0.31% | 251,899 | $37.9M | Add +1.8% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.30% | 861,371 | $36.7M | Add +12.2% |
| DFUS Dimensional US Eq MKT ETF | 0.30% | 547,471 | $36.7M | Add +4.0% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.30% | 188,102 | $36.7M | Add +2.3% |
| VOOG Vanguard S&P 500 Growth ETF | 0.30% | 92,247 | $36.6M | Add +8.0% |
| SPTI SS SPDR P Int Term TSY ETF | 0.30% | 1,251,220 | $36.0M | Add +13.0% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.29% | 677,132 | $35.8M | Add +21.7% |
| FELG Fidelity Enh LRG Cap GWTH | 0.29% | 948,919 | $35.1M | Reduce -30.2% |
| COST Costco Wholesale Corp. | 0.29% | 35,392 | $35.0M | Add +11.9% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.28% | 474,264 | $34.5M | Add +4.0% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.28% | 633,262 | $34.4M | Add +11.3% |
| JMUB JPMorgan Municipal ETF | 0.28% | 693,951 | $34.4M | Add +20.8% |
| ILCB iShares Morningstar U.S. Equ | 0.27% | 384,122 | $32.9M | Add +0.0% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.27% | 357,679 | $32.8M | Add +48.2% |
| RWL Invesco S&P 500 Revenue ETF | 0.26% | 304,221 | $31.7M | Add +10.3% |
| PRF Invesco Rafi US 1000 ETF | 0.26% | 734,389 | $31.0M | Add +1.2% |
| JPST JPMorgan Ultra-Short Income | 0.25% | 609,786 | $30.9M | Add +1.1% |
| XLF SS Financial Select Sector | 0.25% | 580,693 | $30.4M | Reduce -0.5% |
| IMCV iShares Morningstar Mid-Cap | 0.24% | 390,168 | $29.6M | Reduce -1.6% |
| AMJB Alerian MLP ETN2044 filed as JPMORGAN CHASE FINL CO LLC | 0.24% | 954,862 | $28.9M | Add +11.5% |
| IEMG iShares Core MSCI Emerging | 0.23% | 468,327 | $28.1M | Add +23.1% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.23% | 515,423 | $28.0M | Add +7.1% |
| UTEN F/M US Treasury 10 Year Note | 0.23% | 637,569 | $28.0M | Reduce -16.3% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.23% | 366,353 | $27.4M | Add +3.7% |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.23% | 307,958 | $27.3M | Add +33.5% |
| AVGO Broadcom Inc. | 0.22% | 98,622 | $27.2M | Add +25.3% |
| DGRO iShares Core Dividend Growth | 0.22% | 414,793 | $26.5M | Add +6.6% |
| V Visa Inc. Class A | 0.22% | 74,507 | $26.5M | Add +9.4% |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.22% | 830,227 | $26.4M | Add +14.1% |
| IGV iShares Expanded Tech-Softwa | 0.22% | 241,020 | $26.4M | Reduce -2.8% |
Other holdings (2): bonds, preferreds, convertibles and warrants · $843K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 494 | $599K | Add +23.5% |
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | 208 | $244K | Add +11.8% |
Total filed on the 13F, all lines: $12.1B.
Portfolio Sells Q1 2025 → Q2 2025
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -8.8% | 1.64% | −0.39 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -9.6% | 4.21% | −0.31 |
| IWL iShares Russell Top 200 ETF | Reduce -59.3% | 0.13% | −0.20 |
| IWD iShares Russell 1000 Value E | Reduce -17.5% | 0.53% | −0.19 |
| ITOT iShares Core S&P Total U.S. | Reduce -41.4% | 0.21% | −0.16 |
| FELG Fidelity Enh LRG Cap GWTH | Reduce -30.2% | 0.29% | −0.12 |
| SPAB SS SPDR P Agg Bond ETF | Reduce -5.8% | 0.49% | −0.11 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -11.3% | 0.32% | −0.09 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -57.2% | 0.07% | −0.09 |
| IWF iShares Russell 1000 Growth | Reduce -15.5% | 0.57% | −0.09 |
| DBP Invesco DB Precious Metals F | Reduce -35.7% | 0.12% | −0.09 |
| UTEN F/M US Treasury 10 Year Note | Reduce -16.3% | 0.23% | −0.09 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -71.6% | 0.03% | −0.09 |
| IWS iShares Russell Mid-Cap Valu | Reduce -5.2% | 0.49% | −0.08 |
| SCHW Schwab (charles) Corp. | Reduce -54.8% | 0.06% | −0.07 |
| UNH Unitedhealth Group Inc. | Reduce -2.4% | 0.07% | −0.07 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -32.9% | 0.11% | −0.06 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -77.0% | 0.02% | −0.06 |
| SGOV iShares 0-3 Month Treasury B | Reduce -52.2% | 0.04% | −0.06 |
| EEM iShares MSCI Emerging Market | Reduce -55.5% | 0.04% | −0.06 |
| ILCG iShares Morningstar Growth E | Reduce -6.6% | 1.94% | −0.06 |
| RSP Invesco S&P 500 Equal Weight | Reduce -1.0% | 0.46% | −0.05 |
| LMT Lockheed Martin Corp. | Reduce -22.6% | 0.10% | −0.05 |
| GLDM SPDR Gold Minishares Trust | Reduce -3.6% | 0.35% | −0.04 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -0.1% | 0.92% | −0.04 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -1.6% | 0.77% | −0.04 |
| CALF PCR US SM CP CSH CWS ETF-Usd | Reduce -39.9% | 0.05% | −0.04 |
| IVW iShares S&P 500 Growth ETF | Reduce -21.5% | 0.16% | −0.04 |
| GLD SPDR Gold Shares | Reduce -0.7% | 0.39% | −0.04 |
| XMHQ Invesco S&P Midcap Qual ETF | Reduce -16.1% | 0.13% | −0.04 |
| IMCV iShares Morningstar Mid-Cap | Reduce -1.6% | 0.24% | −0.04 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -8.1% | 0.14% | −0.03 |
| USHY iShares Broad Usd High Yield | Reduce -12.0% | 0.12% | −0.03 |
| XLI SS Industrial Select Sector | Reduce -17.4% | 0.13% | −0.03 |
| GSIE Goldman Sachs Activebeta Int | Reduce -45.0% | 0.04% | −0.03 |
| ABBV Abbvie Inc. | Reduce -1.2% | 0.10% | −0.03 |
| PRFZ Inv Rafi US 1500 SM-Usd Inc. | Reduce -33.6% | 0.05% | −0.03 |
| XLRE SS Real Estate Select Sector | Reduce -22.0% | 0.06% | −0.03 |
| HEFA Isha Curr Hedged MSCI Eafe | Reduce -76.1% | 0.01% | −0.03 |
| XLF SS Financial Select Sector | Reduce -0.5% | 0.25% | −0.03 |
| PULS Pgim Ultra Short Bond ETF | Reduce -8.1% | 0.10% | −0.03 |
| PTNQ Pacer Trendpilot 100 ETF | Reduce -32.6% | 0.03% | −0.02 |
| BSCS Invesco Bulletshares 2028 CB | Reduce -40.1% | 0.02% | −0.02 |
| GSUS Goldman Sachs Marketbeta US | Reduce -31.6% | 0.04% | −0.02 |
| IWB iShares Russell 1000 ETF | Reduce -1.0% | 0.40% | −0.02 |
| IXJ iShares Global Healthcare Et | Reduce -7.3% | 0.06% | −0.02 |
| PALC Pacer Lunt LRG Cap Multi-Fac | Reduce -20.6% | 0.04% | −0.02 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Reduce -28.4% | 0.03% | −0.02 |
| MRK Merck & Co. Inc. | Reduce -0.8% | 0.06% | −0.02 |
| ONON On Holding AG Class A | Reduce -51.1% | 0.02% | −0.02 |
Portfolio Buys Q1 2025 → Q2 2025
| NVDA Nvidia Corp. | Add +14.8% | 1.31% | +0.41 |
| QQQ Invesco QQQ Trust Series 1 | Add +8.4% | 2.53% | +0.24 |
| MSFT Microsoft Corp. | Add +10.3% | 0.97% | +0.21 |
| IAGG iShares Intl Aggregate Bond | Add +880.3% | 0.17% | +0.15 |
| AMZN Amazon.com Inc. | Add +14.6% | 0.98% | +0.12 |
| XLK SS Technology Select Sector | Add +0.1% | 1.97% | +0.12 |
| META Meta Platforms Inc. Class A | Add +14.7% | 0.56% | +0.12 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +1.2% | 3.07% | +0.12 |
| AVGO Broadcom Inc. | Add +25.3% | 0.22% | +0.10 |
| CGGR Cap Group Growth Equity | Add +160.1% | 0.15% | +0.10 |
| CGDV Cap Group Dividend Value | Add +92.0% | 0.18% | +0.08 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +15.0% | 0.64% | +0.07 |
| PLTR Palantir Technologies Inc. Class A | Add +13.8% | 0.17% | +0.06 |
| NFLX Netflix Inc. | Add +32.0% | 0.16% | +0.06 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +48.2% | 0.27% | +0.06 |
| QQQM Invesco Nasdaq 100 ETF | Add +10.8% | 0.51% | +0.06 |
| FTCB FT Core Investment Grade ETF | New | 0.06% | +0.06 |
| THRO iShares U.S. Thematic Rotati | New | 0.06% | +0.06 |
| PXF Invesco Rafi Developed Marke | Add +61.2% | 0.14% | +0.05 |
| IDMO Invesco S&P International DE | Add +30.4% | 0.20% | +0.05 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +8.1% | 1.36% | +0.05 |
| JPM JPMorgan Chase & Co. | Add +7.1% | 0.48% | +0.04 |
| SLYG SS SPDR S&P 600 SC GR ETF | Add +33.5% | 0.23% | +0.04 |
| SPMO Invesco S&P 500 Momentum ETF | Add +9.9% | 0.31% | +0.04 |
| VWO Vanguard Ftse Emerging Marke | Add +19.0% | 0.37% | +0.04 |
| XLE SS Energy Select Sector | Add +98.9% | 0.11% | +0.04 |
| SPEU State Street SPDR Portfolio | New | 0.04% | +0.04 |
| GEV GE Vernova Inc. | Add +10.8% | 0.10% | +0.04 |
| RTX RTX Corp. | Add +84.9% | 0.09% | +0.04 |
| GOOGL Alphabet Inc. Class A | Add +13.1% | 0.38% | +0.04 |
| GPIX GLDM SA S&P 500 PR in ETF-US | Add +171.3% | 0.07% | +0.04 |
| JMOM JPMorgan US Momentum Factor | Add +9.7% | 0.49% | +0.04 |
| GS Goldman Sachs Group Inc. | Add +18.3% | 0.15% | +0.04 |
| IEMG iShares Core MSCI Emerging | Add +23.1% | 0.23% | +0.04 |
| JMTG Mortgage-Backed Securities | New | 0.04% | +0.04 |
| FDVV Fidelity High Dividend ETF | Add +105.4% | 0.08% | +0.04 |
| CGGO Cap Group Global Growth | Add +419.7% | 0.04% | +0.03 |
| GOOG Alphabet Inc. Class C | Add +10.7% | 0.39% | +0.03 |
| QYLD Global X Nasd 100 Cov Call | Add +362.3% | 0.04% | +0.03 |
| VOOG Vanguard S&P 500 Growth ETF | Add +8.0% | 0.30% | +0.03 |
| VOO Vanguard S&P 500 ETF | Add +6.8% | 1.24% | +0.03 |
| BAI Ishrs AI in and Tech Act ETF | New | 0.03% | +0.03 |
| SMIG Bahl & Gaynor S/M Inc. Growth | New | 0.03% | +0.03 |
| ORCL Oracle Corp. | Add +16.2% | 0.08% | +0.03 |
| FELC Fidelity Enh LRG Cap Cor ETF | Add +162.8% | 0.05% | +0.03 |
| SPEM State Street SP PTF Em ETF | Add +15.4% | 0.35% | +0.03 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +30.8% | 0.07% | +0.03 |
| IYW iShares Ustechnology ETF | Add +8.4% | 0.20% | +0.03 |
| JIRE JPMorgan Int Res Enh Eqty | Add +206.5% | 0.04% | +0.03 |
| VXUS Vanguard Total Intl Stock | Add +11.7% | 0.37% | +0.03 |
Notes & Other Activity Q1 2025 → Q2 2025
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | Add +23.5% | 494 | $599K |
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | Add +11.8% | 208 | $244K |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1,797 | $16.7B | SPYG, QQQ, IVV, SPYV, AAPL |
| Q1 2026 | 1,687 | $15.5B | QQQ, VONG, AAPL, XLK, SPYV |
| Q4 2025 | 1,576 | $14.6B | SPYG, IVV, QQQ, VUG, VONG |
| Q3 2025 | 1,525 | $13.6B | SPYG, IVV, VUG, QQQ, VONG |
| Q2 2025 | 1,452 | $12.1B | SPYG, IVV, VUG, VONG, QQQ |
| Q1 2025 | 1,335 | $10.5B | SPYG, IVV, VUG, VONG, QQQ |
| Q4 2024 | 1,262 | $10.5B | SPYG, IVV, VONG, VUG, QQQ |
| Q3 2024 | 1,254 | $10.3B | SPYG, IVV, VONG, VUG, QQQ |
| Q2 2024 | 1,209 | $9.5B | SPYG, VONG, IVV, VUG, QQQ |
| Q1 2024 | 1,160 | $8.9B | SPYG, IVV, VONG, QQQ, VUG |